Hyperscaler · Public · NASDAQ: MSFT · Redmond, US
Microsoft
Software and cloud company that runs Azure and invests in AI labs.
- Listed
- MSFT
- NASDAQ: MSFT
Compute and infrastructure
Stated contract totals over multi-year terms, not annual spend
| Date | Deal | Role | Value (basis) | Capacity | Source |
|---|---|---|---|---|---|
| Sep 18, 2026 | Microsoft and Nscale GPU statements of workwith Nscale · Compute contract | Buyer | up to about $43.8Bthrough Dec 31, 2033 | No capacity stated in the source | S-1 ↗ |
| Nov 18, 2025 | Microsoft, NVIDIA and Anthropic strategic partnershipswith Anthropic, NVIDIA · Compute commitment, Strategic investment | Provider, Strategic | $30B | ≤1 GW | Anthropic ↗ |
| Sep 8, 2025 | Microsoft and Nebius GPU capacity agreementwith Nebius · Compute contract | Buyer | about $17.4B5 yrs≈$19.4B with options | No capacity stated in the source | 6-K ↗ |
Cash paid for property and equipment
SEC XBRL, by fiscal quarter · hollow bars are derived
| Quarter | Period | Cash paid for PP&E | How | Filing |
|---|---|---|---|---|
| FY26 Q4 | Apr–Jun 2026Apr 1, 2026 to Jun 30, 2026 | $35.8B | DerivedTwelve months to Jun 30, 2026 ($115,948,000,000) minus nine months to Mar 31, 2026 ($80,146,000,000) | 10-K Jul 29, 2026 ↗10-Q Apr 29, 2026 ↗ |
| FY26 Q3 | Jan–Mar 2026Jan 1, 2026 to Mar 31, 2026 | $30.88B | Reported | 10-Q Apr 29, 2026 ↗ |
| FY26 Q2 | Oct–Dec 2025Oct 1, 2025 to Dec 31, 2025 | $29.88B | Reported | 10-Q Jan 28, 2026 ↗ |
| FY26 Q1 | Jul–Sep 2025Jul 1, 2025 to Sep 30, 2025 | $19.39B | Reported | 10-Q Oct 29, 2025 ↗ |
| FY25 Q4 | Apr–Jun 2025Apr 1, 2025 to Jun 30, 2025 | $17.08B | DerivedTwelve months to Jun 30, 2025 ($64,551,000,000) minus nine months to Mar 31, 2025 ($47,472,000,000) | 10-K Jul 30, 2025 ↗10-Q Apr 30, 2025 ↗ |
| FY25 Q3 | Jan–Mar 2025Jan 1, 2025 to Mar 31, 2025 | $16.75B | Reported | 10-Q Apr 30, 2025 ↗ |
| FY25 Q2 | Oct–Dec 2024Oct 1, 2024 to Dec 31, 2024 | $15.8B | Reported | 10-Q Jan 29, 2025 ↗ |
| FY25 Q1 | Jul–Sep 2024Jul 1, 2024 to Sep 30, 2024 | $14.92B | Reported | 10-Q Oct 30, 2024 ↗ |
Fiscal years: FY2026 $115.9B (Jul 2025–Jun 2026, 10-K) · FY2025 $64.55B (Jul 2024–Jun 2025, 10-K) · FY2024 $44.48B (Jul 2023–Jun 2024, 10-K)
Excludes finance leases: Microsoft tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
Deals and investments
- Mar 31, 2026RoundOpenAI funding round (March 2026)OpenAI$122Bat $852B postClosed OpenAI ↗
- Feb 12, 2026RoundAnthropic Series GAnthropic$30Bat $380B postClosed Anthropic ↗
- Nov 18, 2025ComputeMicrosoft, NVIDIA and Anthropic strategic partnershipsAnthropic ↔ Microsoft$30BAnnounced Anthropic ↗
Timeline
Every tracked event, newest first
- Sep 18, 2026ComputeMicrosoft and Nscale GPU statements of workMicrosoft ↔ Nscaleup to about $43.8BSigned S-1 ↗
- Mar 31, 2026RoundOpenAI funding round (March 2026)OpenAI$122Bat $852B postClosed OpenAI ↗
- Feb 12, 2026RoundAnthropic Series GAnthropic$30Bat $380B postClosed Anthropic ↗
- Nov 18, 2025ComputeMicrosoft, NVIDIA and Anthropic strategic partnershipsAnthropic ↔ Microsoft$30BAnnounced Anthropic ↗
- Sep 8, 2025ComputeMicrosoft and Nebius GPU capacity agreementMicrosoft ↔ Nebiusabout $17.4BSigned 6-K ↗
Related
Sources
6 sources · reviewed Oct 21, 2026
- SEC EDGAR (Nscale Limited), “Nscale Limited registration statement on Form S-1, September 18, 2026”, Sep 18, 2026 · S-1
- OpenAI, “OpenAI raises $122 billion to accelerate the next phase of AI”, Mar 31, 2026 · OpenAI
- Anthropic, “Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation”, Feb 12, 2026 · Anthropic
- Anthropic, “Microsoft, NVIDIA, and Anthropic announce strategic partnerships”, Nov 18, 2025 · Anthropic
- SEC EDGAR (Nebius Group N.V.), “Nebius Group Form 6-K, September 8, 2025 (commercial agreement with Microsoft)”, Sep 8, 2025 · 6-K
- Wikidata, “Wikidata item Q2283 (Microsoft)” · Wikidata
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